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BJZ

Blackrock Ca Muni 2018 Term Tr
BJZ

Delisted

BJZ was delisted on the 14th of December, 2018.

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17 hedge funds and large institutions have $12.6M invested in Blackrock Ca Muni 2018 Term Tr in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

9% more capital invested

Capital invested by funds: $11.5M → $12.6M (+$1.09M)

6% more funds holding

Funds holding: 16 → 17 (+1)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.09M
2
Ameriprise
Ameriprise
Minnesota
+$410K
3
SWP
Stratos Wealth Partners
Ohio
+$242K
4
MA
MUFG Americas
New York
+$24.3K
5
WS
Wedbush Securities
California
+$10.6K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$163K
2
LPL Financial
LPL Financial
California
-$157K
3
Wells Fargo
Wells Fargo
California
-$125K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$121K
5
Bank of America
Bank of America
North Carolina
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.44M -$107K -7,085 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.17M -$23.8K -1,570 -1%
UBS Group
3
UBS Group
Switzerland
$1.63M +$1.09M +72,278 +206%
AB
4
AT Bancorp
Iowa
$1.14M +$2.06K +136 +0.2%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$659K – – –
RC
6
Roundview Capital
New Jersey
$630K – – –
MA
7
Menlo Advisors
California
$512K – – –
Wells Fargo
8
Wells Fargo
California
$493K -$125K -8,276 -20%
Ameriprise
9
Ameriprise
Minnesota
$411K +$410K +27,070 New
JMPWA
10
JP Morgan Private Wealth Advisors
California
$390K – – –
SIA
11
Sit Investment Associates
Minnesota
$315K -$163K -10,737 -34%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$270K -$121K -7,967 -31%
SWP
13
Stratos Wealth Partners
Ohio
$243K +$242K +16,000 New
WS
14
Wedbush Securities
California
$232K +$10.6K +700 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$30K – – –
MA
16
MUFG Americas
New York
$24K +$24.3K +1,604 New
AA
17
Apriem Advisors
California
$12K – – –
LPL Financial
18
LPL Financial
California
– -$157K -10,402 Closed
DADC
19
D.A. Davidson & Co
Montana
– -$12K -852 Closed

BJZ Hedge Fund Activity: Q3 2016 in Review

17 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q3 2016, worth a combined $12.6M — up 9.5% from $11.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BJZ positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $1.09M. The largest seller was Sit Investment Associates, cutting an estimated $163K.

  • 17 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q3 2016, up from 16 in Q2 2016.
  • Funds reported $12.6M of Blackrock Ca Muni 2018 Term Tr stock for Q3 2016, up 9.5% quarter-over-quarter.
  • 3 funds opened new Blackrock Ca Muni 2018 Term Tr positions in Q3 2016 and 2 closed out, a net change of +1 holder.
  • The largest Blackrock Ca Muni 2018 Term Tr buyer in Q3 2016 was UBS Group, an estimated $1.09M added.
  • The largest Blackrock Ca Muni 2018 Term Tr seller in Q3 2016 was Sit Investment Associates, an estimated $163K sold.

Based on aggregated 13F filings for Q3 2016.